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Operational Support Services

Verus Consulting Group LLC offers deep functional expertise in all areas of financial services operations. Our broad knowledge of operations and vendor applications allows us to provide superior operations consulting support.

Staff Augmentation: Verus Consulting Group LLC can provide you with professional operational resources on a short term or long term basis to help your firm manage staffing. 

  • Customer Account Services 
  • Purchases and Sales 
  • Clearance and Settlement
  • Margin and Cash Management
  • Income and Dividend Processing 
  • Securities Lending
  • Stock Record
  • Reconciliation
  • International Clearing and Settlement
  • Futures, Options, and Derivatives Processing

Operational Risk Assessment: It is very important to keep your business running at a high level of peak performance. Verus Consultants will review your business operations to determine if inadequacies exist and the severity of the risks involved. This requires a detailed analysis by expert consultants without taking your resources away from important business roles. Verus can perform an assessment that will help you analyse your risks, giving you better control over your business. We provide the following risk assessment services:

  • Control Assessments
  • Operational Assessments
  • Business Process Reviews
  • Gap Analysis

Policy and Procedure Documentation: In today’s regulatory and operating environment is critical to have clear and concise documentation of policies, procedures and tasks. This is an essential part of a businesses operating model.  We offer our clients a variety of documentation services:

  • Policy and Procedures
  • Business Continuity
  • Training Manuals